if the BLAs are involved meeting the new endpoints, they won't announce any route they chose to apply, imo, just not to put FDA under stress, imo. See the shorts want to know everything upfront so that they can short even more, but no no with LP I guess.
They need to have TLD first so that the regulatory authorities can make a determination if something like BTD could be considered. They're not going to make a determination based on several year old blinded data.